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intelligent tags. You can add data to components in your diagrams and generate lists of equipment, pipelines, valves, and instruments. As you modify diagrams, you can easily generate new lists. You can create: Piping and instrumentation diagrams P&IDs show how industrial process equipment is interconnected by a system of pipelines. P&ID schematics also show the instruments and valves that monitor and control the flow of materials through the pipelines. Show me an example Process flow diagrams PFDs show how industrial process equipment is interconnected by a system of pipelines. A PFD is more conceptual than a P&ID, and usually includes more annotations that display data. Show me an example
1. Add valve shapes. 1. From Valves and Fittings, drag valve shapes on top of pipelines. Release the mouse button when a red square appears, indicating that the valve is glued to the pipeline. When a valve is added to the pipeline: It automatically rotates to the same orientation as the pipeline. It splits the pipeline into two identical pipelines, each of which is glued to the valve. 2. To delete a valve from a pipeline, select the valve and press DELETE. When a valve is deleted, a single pipeline replaces the split pipeline. 2. From Instruments, drag instrument shapes onto the drawing page near the pipeline, valve, or equipment they monitor. 3. Reposition shapes in the diagram by dragging them. 4. Add data to components. You can also create and apply property sets. Add data to components 1. On the View menu, click Shape Data Window.
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2. On the drawing page, select the shape to which you would like to add data. 3. Click in each shape data field, and type or select a value. Create and apply property sets 1. Do one of the following: To add the property set to shapes on a drawing, select the shapes. To add the property set to shapes on a stencil, select the shapes on the stencil. 2. On the Tools menu, click Shape Data Sets. 3. Click Add, and then type a name for the shape data set. 4. Choose whether to create a new shape data set, a set based on the currently selected shape, or a set based on an existing shape data set, and then click O K. 5. To add or modify shape data, select the shape data set, and then click Define. 6. Edit, add, or delete shape data. 7. Click O K twice. 5. Renumber components. 1. On the Process Engineering menu, click Renumber Components. 2. In the Renumber Components dialog box, under Apply to, specify whether to renumber the components in the entire document, on the current page, or in the current selection. 3. In the Include tag formats list, click to clear the check boxes for the tag formats that you don't want to include in the renumbering. By default, all tag formats are selected. 4. Assign a starting value and an interval value for renumbering. You can assign a different start value and interval value to each tag format. 1. Click an item in the Include tag formats list to highlight it. 2. In the Starting value box, type or select the starting value for renumbering. 3. In the Interval box, type or select the increment used to renumber the components. 4. Repeat these steps for each tag format. 1. Click O K to renumber the components. 6. Generate lists or bills of materials of equipment, pipelines, valves, and instruments. 1. On the Tools menu, click Report. 2. Create a custom report definition or skip to step 3 to use an existing report definition. The following steps create a report definition that filters out duplicate process engineering shapes and reports on process engineering components. 1. In the Report dialog box, click New. 2. Choose the option for the shapes that you want to report on. 3. Click L imit Selection to define the criteria for the report. 4. In the L imit Selection dialog box, in the Property list, click PEComponentTag. 5. In the Condition list, click Exists. 6. In the Value list, click TRUE. 7. Click Add to put this condition in the defined criteria list, and then click O K. 8. In the Report Definition Wizard, click Next. 9. Select the < Displayed Text> check box to report on the component tag. Then select the check boxes for other data you want to report on, and then click Next. 10. To filter out duplicate process engineering shapes and report on components, click Subtotals. 11. In the Subtotals dialog box, in the Group by list, click < Displayed Text> , and then click O ptions. 12. In the O ptions dialog box, click Don't repeat identical values, and then click O K twice. 13. In the Report Definition Wizard, click Next, enter the information to save your report, and then click Finish. 14. In the Report dialog box, you can either run the report or click O K to save your definition and run it
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later. To create a new report definition based on an existing one, in the Report dialog box, select the existing definition, and then click New. Save the modified report definition with a new name.
TIP
2. In the Report Definition list, click the name of the report definition you want to use. The report definition determines which shapes are reported on and which shape data are included in your report. 3. Click Run, and then in the Run Report dialog box, click the report format you want, and then do one of the following: If you are saving your report as a shape on the drawing, choose whether to save a copy of the report definition with the shape or link to a report definition. If you are saving your report as a file, type a name for the report. 4. To generate the report, click O K. 5. If you ran a custom report, when you return to the Report dialog box, click O K to save your definition.
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